（文章来源：每日经济新闻） 每经AI快讯，医药股今日普遍重挫，截至发稿，三叶草生物-B(02197.HK)跌14.43%，报2.49港元；荣昌 生物(09995.HK)跌11.54%，报105.4港元；诺诚健华(09969.HK)跌11.48%，报16.65港元；歌礼制药- B(01672.HK)跌9.16%，报10.51港元；泰格医药(03347.HK)跌7.08%，报43.86港元。 ...

医药股今日普遍重挫，截至发稿，三叶草生物-B(02197)跌14.43%，报2.49港元；荣昌生物(09995)跌 11.54%，报105.4港元；诺诚健华(09969)跌11.48%，报16.65港元；歌礼制药-B(01672)跌9.16%，报10.51 港元；泰格医药（300347）(03347)跌7.08%，报43.86港元。 国盛证券指出，过节期间，辉瑞和特朗普达成协议，部分解除了海外MNC的政策担忧，海外MNC迎来 修复，同时也带动港股医药情绪有所修复，对CXO带来正面影响，在这个影响下，中小市值创新药-B 公司尤其是未进通的表现弹性较大。这段时间CXO确实表现相对强势，有业绩期比较优势，也有降息 预期影响，也有行业趋势拐点向上预期影响，几点共振，中长期值得期待。创新药近期因为缺少催化， 借势消化筹码，也有企稳迹象，看好十一后，尤其是Q4创新药表现。 消息面上，中泰证券（600918）认为，9月板块延续震荡调整，主要由于3月以来医药板块超额明显，短 期内板块催化相对较少，板块缺少持续上行强动力；此外创新药板块年初以来涨幅较大，资金有兑现收 益的需求。该行认为阶段的震荡调整是相对良性的，且基本面来看创 ...

Group 1 - Pharmaceutical stocks experienced a significant decline, with notable drops in companies such as Clover Biopharma-B (down 14.43% to HKD 2.49), Rongchang Biopharma (down 11.54% to HKD 105.4), and Innovent Biologics (down 11.48% to HKD 16.65) [1] - According to Zhongtai Securities, the pharmaceutical sector has been in a phase of adjustment since September, primarily due to the substantial outperformance since March, leading to a lack of strong upward momentum in the short term [1] - The firm views the current phase of adjustment as relatively healthy, with the fundamental innovation logic remaining unchanged, and anticipates that the pharmaceutical sector is still at a valuation bottom with strong safety margins and upside potential in the long term [1] Group 2 - Guosheng Securities noted that during the holiday period, Pfizer and Trump reached an agreement that alleviated policy concerns for overseas MNCs, positively impacting the sentiment in the Hong Kong pharmaceutical market and benefiting CXO companies [2] - The CXO sector has shown relative strength due to performance advantages during earnings periods, expectations of interest rate cuts, and an anticipated upward trend in the industry, making it a sector to watch for medium to long-term potential [2] - Recent lack of catalysts for innovative drugs has led to a phase of digestion of positions, but there are signs of stabilization, with optimism for performance improvement post-October, particularly in Q4 [2]

Core Viewpoint - The company, Gilead Sciences-B (01672), has seen a significant stock price increase of over 7%, currently trading at 11.62 HKD with a transaction volume of 56.46 million HKD, following the announcement of a share buyback plan using up to 300 million HKD [1] Group 1: Share Buyback Announcement - The board of directors has decided to exercise the buyback authorization and will repurchase shares in the open market based on market conditions [1] - The company plans to utilize a maximum of 300 million HKD for the proposed share buyback [1] Group 2: Clinical Data and Future Plans - Dongwu Securities has indicated that the company has multiple catalysts in the second half of the year, with several important clinical data releases expected [1] - The company is anticipated to report top-line data for ASC30 oral Phase II, ASC47 Phase I, and ASC50 Phase I by Q4 2025, and for ASC30 subcutaneous Phase II by Q1 2026 [1] - The company expects to submit 2-3 new IND applications to the FDA within the next 6-9 months, including a dual-target peptide weight loss pipeline [1]

Core Viewpoint - The company, Gilead Sciences-B (01672), has seen its stock price increase by over 7%, currently trading at 11.62 HKD with a transaction volume of 56.46 million HKD, following the announcement of a share buyback plan worth up to 300 million HKD [1] Group 1: Share Buyback Announcement - The board of directors has decided to exercise the buyback authorization and will repurchase shares in the open market based on market conditions [1] - The company plans to utilize a maximum of 300 million HKD for the proposed share buyback [1] Group 2: Clinical Data and Future Plans - Dongwu Securities has indicated that the company has several catalysts in the second half of the year, with multiple important clinical data expected to be disclosed [1] - The company is projected to read out top-line data for ASC30 oral Phase II, ASC47 Phase I, and ASC50 Phase I by Q4 2025, and for ASC30 subcutaneous Phase II by Q1 2026 [1] - The company anticipates submitting 2-3 new IND applications to the FDA within the next 6-9 months, including a dual-target peptide weight loss pipeline [1]

Core Viewpoint - Multiple companies in Hong Kong conducted share buybacks on October 3, 2025, with Tencent Holdings leading in both the number of shares repurchased and the total amount spent [1][2]. Group 1: Buyback Details - Tencent Holdings (00700) repurchased 817,000 shares for a total of 550 million [2]. - Hang Seng Bank (00011) repurchased 200,000 shares for 23.86 million [2]. - Cloud Village (N23027) repurchased 2,235,000 shares for 10.72 million [2]. - Yum China (09987) repurchased 19,000 shares for 6.28 million [2]. - Mengniu Dairy (02319) repurchased 400,000 shares for 5.90 million [2]. Group 2: Cumulative Buyback Data - Tencent Holdings has a cumulative buyback of 67.44 million shares, representing 0.734% of its total share capital [2]. - Hang Seng Bank has a cumulative buyback of 8.93 million shares, representing 0.474% of its total share capital [2]. - Cloud Village has a cumulative buyback of 8.34 million shares, representing 1.814% of its total share capital [2]. - Yum China has a cumulative buyback of 9.18 million shares, representing 2.460% of its total share capital [2]. - Mengniu Dairy has a cumulative buyback of 14.52 million shares, representing 0.371% of its total share capital [2].

智通财经APP讯，歌礼制药-B(01672)发布公告，于2025年10月3日斥资108.36万港元回购10万股。 ...

歌礼制药-B(01672)发布公告，于2025年10月3日斥资108.36万港元回购10万股。 ...

格隆汇10月3日丨歌礼制药-B(01672.HK)公告，10月3日耗资108万港元回购10万股。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 歌禮製藥有限公司 呈交日期： 2025年10月3日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 01672 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | | 佔有關事件 ...